13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0000923116
申報總市值
US$6278.9萬
US$6278.9萬
66 檔
27.5%
截至 Q3 2024 季度末，Groesbeck Investment Management CORP /nj/ 的美股持倉估值約為 US$6278.9萬，全數申報部位共有 66 檔。
在 Q3 2024，Groesbeck Investment Management CORP /nj/ 展現出較為審慎的避險與獲利了結姿態。本季共減碼 34 個部位並完全清倉 5 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 AVGO, URI, AAPL）占據了總市值的 27.5%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | 股票-科技 | 6.09% | -0.24% | +787.50% | |
| 2 | URI | United Rentals Inc | 股票-工業 | 5.97% | +1.38% | -11.05% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.57% | -0.19% | -2.90% | |
| 4 | CDW | Cdw Corp/de | 股票-科技 | 4.51% | -0.08% | -11.41% | |
| 5 | LRCXEUR | Lam Research CORP | 股票-科技 | 4.22% | — | -11.75% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 4.06% | -0.53% | -0.43% | |
| 7 | TSCO | Tractor Supply Company | 股票-循環性消費 | 3.08% | -1.37% | -0.41% | |
| 8 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 3.04% | -0.25% | -4.57% | |
| 9 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.83% | +0.14% | -17.52% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.35% | -0.24% | -3.65% | |
| 11 | SHW | Sherwin-williams Co/the | 股票-原物料 | 2.25% | -0.23% | — | |
| 12 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.16% | -0.11% | -14.43% | |
| 13 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 2.15% | -0.54% | -7.76% | |
| 14 | THO | Thor Industries Inc | 股票-循環性消費 | 2.12% | -0.37% | -17.05% | |
| 15 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.11% | -0.08% | — | |
| 16 | NXST | Nexstar Media Group Inc | 股票-通訊服務 | 1.98% | -0.40% | -13.71% | |
| 17 | TROW | T Rowe Price Group Inc | 股票-金融 | 1.92% | +0.03% | -8.57% | |
| 18 | CI | THE Cigna Group | 股票-醫療保健 | 1.72% | -0.32% | -8.13% | |
| 19 | ANETEUR | Arista Networks Inc | 股票-其他 | 1.71% | — | -7.04% | |
| 20 | FTNT | Fortinet Inc | 股票-科技 | 1.58% | +1.28% | -0.93% | |
| 21 | ESNT | Essent Group Ltd. | 股票-金融 | 1.53% | -0.23% | -3.00% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 1.48% | -0.15% | -5.91% | |
| 23 | CARR | Carrier Global CORP | 股票-工業 | 1.34% | +0.02% | -20.91% | |
| 24 | AMGN | Amgen Inc | 股票-醫療保健 | 1.33% | -0.19% | -17.63% | |
| 25 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.30% | -0.23% | -6.04% | |
| 26 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.25% | -0.12% | -12.80% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.21% | +0.02% | — | |
| 28 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.21% | -0.12% | -1.39% | |
| 29 | CFR | Cullen/frost Bankers Inc | 股票-金融 | 1.20% | -0.11% | -15.96% | |
| 30 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 1.19% | -0.24% | -8.42% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.19% | -0.29% | — | |
| 32 | ICE | Intercontinental Exchange In | 股票-金融 | 1.17% | -0.26% | -24.67% | |
| 33 | BLKCHF | Blackrock Inc | 股票-其他 | 1.12% | — | -22.33% | |
| 34 | DKS | Dick's Sporting Goods Inc | 股票-循環性消費 | 1.10% | -0.04% | -7.69% | |
| 35 | DBX | Dropbox Inc-class A | 股票-科技 | 1.08% | — | — | |
| 36 | WSO | Watsco Inc | 股票-工業 | 1.07% | -0.03% | — | |
| 37 | OZK | Bank Ozk | 股票-金融 | 1.07% | -0.09% | -14.21% | |
| 38 | LHX | L3harris Technologies Inc | 股票-工業 | 0.98% | -0.29% | — | |
| 39 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.95% | -0.32% | -0.45% | |
| 40 | DOX | Amdocs Limited | 股票-科技 | 0.95% | -0.34% | -17.09% | |
| 41 | ICLR | ICON Public Limited Company | 股票-醫療保健 | 0.92% | — | -0.91% | |
| 42 | PH | Parker Hannifin CORP | 股票-工業 | 0.90% | -0.05% | — | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.85% | — | — | |
| 44 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 0.85% | -0.37% | — | |
| 45 | MSM | Msc Industrial Direct Co-a | 股票-工業 | 0.83% | — | -19.97% | |
| 46 | HD | Home Depot Inc | 股票-循環性消費 | 0.79% | -0.06% | -27.98% | |
| 47 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.78% | +0.65% | -11.90% | |
| 48 | ADBE | Adobe Inc | 股票-科技 | 0.77% | -0.16% | — | |
| 49 | PLD | Prologis Inc | 股票-房地產 | 0.74% | -0.07% | -24.98% | |
| 50 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.67% | -0.02% | -21.37% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | URI | United Rentals Inc | +0.9% | -11.05% | 減碼 |
| 2 | SHW | Sherwin-williams Co/the | +0.6% | — | 不變 |
| 3 | AAPL | Apple Inc | +0.6% | -2.90% | 減碼 |
| 4 | FTNT | Fortinet Inc | +0.4% | -0.93% | 減碼 |
| 5 | ABBV | Abbvie Inc | +0.4% | — | 不變 |
| 6 | TSCO | Tractor Supply Company | +0.4% | -0.41% | 減碼 |
| 7 | TMO | Thermo Fisher Scientific Inc | +0.4% | -4.57% | 減碼 |
| 8 | ESNT | Essent Group Ltd. | +0.2% | -3.00% | 減碼 |
| 9 | PH | Parker Hannifin CORP | +0.2% | — | 不變 |
| 10 | META | Meta Platforms Inc-class A | +0.2% | — | 不變 |
| 11 | DBX | Dropbox Inc-class A | +0.2% | — | 不變 |
| 12 | SSNC | Ss&c Technologies Holdings | +0.2% | -8.42% | 減碼 |
| 13 | ZTS | Zoetis Inc | +0.2% | -0.45% | 減碼 |
| 14 | CTRE | Caretrust Reit Inc | +0.1% | — | 不變 |
| 15 | AVGO | Broadcom Inc | +0.1% | +787.50% | 加碼 |
| 16 | MSFT | Microsoft CORP | +0.1% | -0.43% | 減碼 |
| 17 | UNH | Unitedhealth Group Inc | 0% | -17.52% | 減碼 |
| 18 | NVDA | Nvidia CORP | 0% | -3.65% | 減碼 |
| 19 | GS | Goldman Sachs Group Inc | 0% | -14.43% | 減碼 |
| 20 | CFR | Cullen/frost Bankers Inc | 0% | -15.96% | 減碼 |
| 21 | DOX | Amdocs Limited | 0% | -17.09% | 減碼 |
| 22 | ICLR | ICON Public Limited Company | 0% | -0.91% | 減碼 |
| 23 | GOOGL | Alphabet Inc-cl A | 0% | — | 不變 |
| 24 | GOOG | Alphabet Inc-cl C | 0% | — | 不變 |
| 25 | MCK | Mckesson CORP | 0% | — | 不變 |
| 26 | OZK | Bank Ozk | -0.1% | -14.21% | 減碼 |
| 27 | PANW | Palo Alto Networks Inc | -0.1% | -11.90% | 減碼 |
| 28 | DKS | Dick's Sporting Goods Inc | -0.1% | -7.69% | 減碼 |
| 29 | MSM | Msc Industrial Direct Co-a | -0.1% | -19.97% | 減碼 |
| 30 | ALLE | Allegion plc | -0.1% | -32.63% | 減碼 |
| 31 | ICE | Intercontinental Exchange In | -0.1% | -24.67% | 減碼 |
| 32 | PLD | Prologis Inc | -0.1% | -24.98% | 減碼 |
| 33 | HD | Home Depot Inc | -0.1% | -27.98% | 減碼 |
| 34 | LMT | Lockheed Martin CORP | -0.1% | -34.52% | 減碼 |
| 35 | AGCO | Agco CORP | -0.1% | -28.52% | 減碼 |
| 36 | EBAY | Ebay Inc | -0.1% | -37.07% | 減碼 |
| 37 | KR | Kroger Co | -0.1% | -31.54% | 減碼 |
| 38 | AMGN | Amgen Inc | -0.1% | -17.63% | 減碼 |
| 39 | TROW | T Rowe Price Group Inc | -0.2% | -8.57% | 減碼 |
| 40 | NXST | Nexstar Media Group Inc | -0.2% | -13.71% | 減碼 |
| 41 | MRK | Merck & Co. Inc. | -0.2% | -12.80% | 減碼 |
| 42 | CDW | Cdw Corp/de | -0.2% | -11.41% | 減碼 |
| 43 | FIVE | Five Below | -0.2% | -15.93% | 減碼 |
| 44 | CVS | Cvs Health CORP | -0.3% | EXIT | 清倉 |
| 45 | SWKS | Skyworks Solutions Inc | -0.3% | EXIT | 清倉 |
| 46 | EW | Edwards Lifesciences CORP | -0.3% | EXIT | 清倉 |
| 47 | ADM | Archer-daniels-midland Co | -0.4% | EXIT | 清倉 |
| 48 | G | Genpact Limited | -0.4% | EXIT | 清倉 |
| 49 | SMCIUSD | Super Micro Computer Inc | -0.6% | +864.76% | 加碼 |
| 50 | LRCXEUR | Lam Research CORP | -1.7% | -11.75% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Groesbeck Investment Management CORP /nj/ 在 Q3 2024 季度的美股持倉總市值約為 US$6278.9萬，共申報了 66 個公開持股部位。
在 Q3 2024 季度，Groesbeck Investment Management CORP /nj/ 按市值排列的前三大核心持股分別為：AVGO (6.1%)、URI (6.0%)、AAPL (4.6%)。其中最大持股部位 AVGO 佔據整體投資組合約 6.1% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大獲利了結 / 清倉標的
ADM
前期市值: US$25.2萬
在 Q3 2024 季度中，Groesbeck Investment Management CORP /nj/ 共進行了 41 項持倉異動，包含新建倉 0 個部位、加碼 2 個部位、減碼 34 個部位以及清倉 5 個部位。 本季清倉部位包含 ADM。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。